+83.1%
XOM vs FBTC
+59.7%
+23.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.6% |
| 7D | +1.9% | -5.8% | +7.7% | +2.0% |
| 30D | +4.1% | +21.4% | -17.4% | +3.7% |
| 3M | +10.4% | +24.5% | -14.1% | +9.9% |
| 6M | +13.0% | +9.9% | +3.1% | +12.7% |
| YTD | +40.1% | -12.0% | +52.1% | +40.8% |
| 1Y | +51.1% | -32.3% | +83.5% | +53.3% |
| All | +83.1% | +59.7% | +23.4% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FBTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling